Accounting Today named Aldrich Wealth LP the 24th largest wealth management firm nationally that is affiliated with a CPA firm on their 13th annual ranking of CPA firms by assets under management. The list recognizes leading CPA firms in wealth management. Aldrich Wealth LP was recognized as the largest wealth management firm affiliated with a CPA firm in Oregon, and second largest in the Pacific Northwest.
“We are so honored to be recognized nationally among elite group of financial advisors,” states Aldrich Wealth LP’s President Scott Barchus. “This recognition is a reminder of our commitment to building partnerships with our clients based on shared values, trust and holistic wealth management advice.”
This is the 13th annual top 150 firms by AUM list and is produced independently by Accounting Today. The data was provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.
Serving clients from offices in Alaska, California, Oregon and Washington, Aldrich Wealth has professionals with designations including Certified Financial Planner, Chartered Financial Analyst, Certified Public Accountant, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor, Certified Specialist in Estate Planning and Personal Financial Specialist.
Aldrich Wealth is part of the Aldrich Group of Companies including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology and Aldrich Business Transitions. The Aldrich Group is recognized as one of the Top 10 Best of the Best Accounting Firms by Inside Public Accounting, Best Places to Work, and Healthiest Employer. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients.